Job Title
With a limited degree of supervision incumbents are responsible for providing clerical, analytical and operational support to the business functions within the organization such as filing and data entry. Additionally, she / he may also assist with the generating of reports and provide insights to support decision-making and business strategies. Incumbents in this role act as a clerical support resource which can be utilized across any of the administrative functional areas at any time. Additionally, she / he may act as an informal resource for associates with less experience. Typically, they also perform non-secretarial administrative tasks.
Primary Responsibilities Include
- The incumbent is responsible for analyzing existing business processes and workflows to identify areas for improvement.
- Additionally, the incumbent is responsible for data analysis and reporting, which includes identifying trends, patterns, and opportunities for process optimization based on data trends.
- The incumbent is also responsible for documentation and communication, which entails developing and maintaining process documentation, standard operating procedures, and user manuals.
- Additionally, the incumbent is responsible for issue resolution and support, which includes providing support and assistance to stakeholders and end-users in resolving operational challenges.
- Lastly, the incumbent is responsible for engaging in continuous improvement, which includes monitoring and evaluating the effectiveness of implemented improvements and suggest adjustments as needed.
Qualifications, Education, Certifications and / or Other Professional Credentials
Required Qualifications
Completed high school diploma or equivalent (GED) with minimum 1 year of experience in banking and / or financial services OR
completed Associate's or Bachelor's degree with minimum 6 months of work experienceStrong attention to detail and organizational skillsAbility to manage multiple priorities in a fast-paced, team-oriented environmentExcellent interpersonal, verbal, and written communication skillsWillingness to learn and adapt to various computer-based systems (e.g., Salesforce, NFS, Microsoft Office)Physical ability to lift up to 30 lbs. on a regular basis without any accommodationPreferred Qualifications
Knowledge of financial services regulations and investment products
FINRA licensuresDemonstrated job stabilityInterest in Wealth ManagementDocumentation scanning experienceHours & Work Schedule
Hours per Week : 40
Work Schedule :
MondayFriday, 8 : 00 AM 4 : 30 PM ET
100% in-office
Job Identification 43144
Job Category Business Support & Administrative
Locations One Citizens Bank Way, Johnston, RI, 02919, US